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How to Create Online Presence Reports

Learn how you can create Online Presence Reports

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Written by Support
Updated over 5 months ago

How to Create Online Presence Reports

Prospecting can be challenging and time-consuming. That’s why you’ll love the Online Presence Report. This award-winning needs assessment empowers you and your sales team to start informed conversations with prospects.

In fact, with the Online Presence Report and hot lead notifications, our partners have experienced as much as a 500% increase in their close rate!

With 97% of consumers looking for businesses on the web, it’s crucial to have accurate listings, positive reviews, regular social activity, a robust website, and successful ad campaigns. The Online Presence Report gives you the ability to assess and present these attributes of your prospects’ online presence.

How to create a Online Presence Report:

  1. Go to CRM > Companies.

  2. Find the company for which you want to generate a Online Presence Report.

Click the 3 dots, then "Online Presence Report"

Wait 24 hours and get ready to sell

We recommend waiting 24 hours before showing the Online Presence Report to a prospect. This ensures that all of the available data has been gathered.

While you’re waiting for your first Online Presence Report to generate:

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